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iShares 10-20 Year Treasury Bond ETF

522 hedge funds and large institutions have $9.44B invested in iShares 10-20 Year Treasury Bond ETF in 2025 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 245 increasing their positions, 130 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

212% more call options, than puts

Call options by funds: $7.68M | Put options by funds: $2.46M

98% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 54

88% more repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 130

48% more capital invested

Capital invested by funds: $6.39B → $9.44B (+$3.05B)

36% more funds holding in top 10

Funds holding in top 10: 1419 (+5)

8% more funds holding

Funds holding: 482522 (+40)

4.43% less ownership

Funds ownership: 97.47%93.03% (-4.4%)

Holders
522
Holders Change
+40
Holders Change %
+8.3%
% of All Funds
7%
Holding in Top 10
19
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+35.71%
% of All Funds
0.25%
New
107
Increased
245
Reduced
130
Closed
54
Calls
$7.68M
Puts
$2.46M
Net Calls
+$5.22M
Net Calls Change
+$3.83M
Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
326
Kestra Private Wealth Services
Texas
$675K +$149K +1,472 +29%
KeyBank National Association
327
KeyBank National Association
Ohio
$655K
NL
328
NWAM LLC
Washington
$647K +$44.6K +440 +8%
VBFP
329
Valtinson Bruner Financial Planning
Minnesota
$634K -$1.58M -15,619 -72%
PWM
330
Perigon Wealth Management
California
$627K -$325K -3,203 -35%
IFG
331
Independent Financial Group
California
$607K +$77.5K +765 +15%
PTC
332
Private Trust Company
Ohio
$605K +$279K +2,751 +89%
CSP
333
Cary Street Partners
Virginia
$596K -$792K -7,815 -58%
JSW
334
Journey Strategic Wealth
New Jersey
$596K +$187K +1,849 +47%
WS
335
Wedbush Securities
California
$588K +$359K +3,545 +167%
Creative Planning
336
Creative Planning
Kansas
$582K +$508K +5,011 +839%
CFA
337
Camarda Financial Advisors
Florida
$582K -$12.8K -126 -2%
PIA
338
Pinion Investment Advisors
Kansas
$566K +$553K +5,457 New
ACM
339
Absolute Capital Management
Pennsylvania
$558K +$545K +5,381 New
HH
340
Hilltop Holdings
Texas
$550K +$127K +1,255 +31%
AAP
341
Arax Advisory Partners
Colorado
$544K +$11.6K +114 +2%
CAM
342
Concorde Asset Management
Michigan
$544K +$543K +5,356 New
KWA
343
Kingswood Wealth Advisors
California
$518K -$674K -6,648 -57%
AWA
344
Arete Wealth Advisors
Illinois
$514K +$502K +4,956 New
KV
345
Kickstand Ventures
New York
$503K -$643K -6,348 -57%
Mirae Asset Global Investments
346
Mirae Asset Global Investments
South Korea
$498K +$2.35M +23,196 +675%
GG
347
GenWealth Group
New Jersey
$497K -$27.4K -270 -5%
Koshinski Asset Management
348
Koshinski Asset Management
Illinois
$490K +$62.4K +616 +15%
HIA
349
Harbor Investment Advisory
Maryland
$487K -$17.1K -169 -3%
AWE
350
Avidian Wealth Enterprises
Texas
$486K +$183K +1,809 +63%

TLH Hedge Fund Activity: Q1 2025 in Review

522 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares 10-20 Year Treasury Bond ETF (TLH) for Q1 2025, worth a combined $9.44B — up 48% from $6.39B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new TLH positions and 54 closed out — a net gain of 53 holders — while 245 added to existing stakes and 130 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $1.12B. The largest seller was Wells Fargo, cutting an estimated $75.8M.

  • 522 institutional investors held iShares 10-20 Year Treasury Bond ETF (TLH) as of Q1 2025, up from 482 in Q4 2024.
  • Funds reported $9.44B of iShares 10-20 Year Treasury Bond ETF stock for Q1 2025, up 48% quarter-over-quarter.
  • 107 funds opened new iShares 10-20 Year Treasury Bond ETF positions in Q1 2025 and 54 closed out, a net change of +53 holders.
  • The largest iShares 10-20 Year Treasury Bond ETF buyer in Q1 2025 was Envestnet Asset Management, an estimated $1.12B added.
  • The largest iShares 10-20 Year Treasury Bond ETF seller in Q1 2025 was Wells Fargo, an estimated $75.8M sold.

Based on aggregated 13F filings for Q1 2025.